Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EVENTIDE SMALL C
-
Total 13F shares
-
379,239
-
Share change
-
+379,239
-
Total reported value
-
$9,872,565
-
Price per share
-
$25.90
-
Number of holders
-
9
-
Value change
-
+$9,872,565
-
Number of buys
-
9
Institutional Holders of STRATEGY SHS - EVENTIDE SMALL C (ESSC) as of Q4 2025
As of 31 Dec 2025,
STRATEGY SHS - EVENTIDE SMALL C (ESSC) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
379,239 shares.
The largest 9 holders included
Strategic Equity Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MONEYWISE, INC., PAX Financial Group, LLC, First Heartland Consultants, Inc., EverSource Wealth Advisors, LLC, Whitaker-Myers Wealth Managers, LTD., Values First Advisors, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.